Sierra Ocean, LLC J P Morgan Exchange Traded Fd Transaction History

Sierra Ocean, LLC

$122 Billion
Q4 2024

A detailed history of Sierra Ocean, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sierra Ocean, LLC holds 86,527 shares of JEPI stock, worth $5.12 Million. This represents 4.06% of its overall portfolio holdings.

Number of Shares

86,527

Holding current value

$5.12 Million

% of portfolio

4.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$57.53 - $60.83 $4.98 Million - $5.26 Million	86,527 New	86,527 $4.98 Billion

Others Institutions Holding JEPI

# of Institutions

1,207

Shares Held

283M

Call Options Held

307K

Put Options Held

341K

Morgan Stanley New York, NY

39.4M
Shares

$2.33 Billion
0.17% of portfolio
Bank Of America Corp Charlotte, NC

30.7M
Shares

$1.82 Billion
0.15% of portfolio
Jpmorgan Chase & CO New York, NY

22.4M
Shares

$1.32 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

12.5M
Shares

$739 Million
0.17% of portfolio
Ubs Group Ag

7.13M
Shares

$421 Million
0.09% of portfolio

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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